Financial Institution

Hand pointing at financial data and charts on computer screen

Profile

This Financial Institution’s (FI) mortgage subsidiary is one of the largest home lenders in the United States.

Need

The FI mortgage subsidiary saw its loan volume decline as the nationwide mortgage refinancing boom cooled. In order to maintain its position as a leader in the market, FI sought to maximize salesperson productivity. The company’s national sales management team launched an initiative to:

compare different existing branch operating models, and
identify the model(s) which facilitate maximum salesperson productivity.

Outcome

Pinnacle Solutions developed the analysis strategy, consolidated & prepared FI’s historical sales data, and conducted the analysis using SAS Enterprise Miner. Our team uncovered insights about FI’s branch operating models which were previously unknown to the sales management team. Those insights are now driving new employee training initiatives and further data exploration which the company expects to have a positive impact on the bottom line.

Benefits

Unbiased analysis of historical business data
Focus on delivering actionable results
New data-driven insights which increase the bottom line
Optimize Efficiency and Productivity

Related Services

SAS Enterprise Miner is either a registered trademark or trademark of SAS Institute Inc. in the United States and/or other countries.